
Job Overview
Location
Remote
Job Type
Full-time
Category
Operations
Date Posted
June 6, 2026
Full Job Description
đź“‹ Description
- • Coordinate and conduct Facilities diligence for acquisition firms, including engaging WEG’s real estate partner for market intelligence on current real estate holdings.
- • Perform site diligence with WEG’s real estate partner to identify material items impacting acquisition terms.
- • Conduct diligence meetings with acquisition firms to uncover Facilities-related items not captured in site diligence that may affect acquisition terms.
- • Create space modeling comparisons between acquisition firm real estate and WEG’s standardized real estate model.
- • Document all diligence findings in WEG’s acquisition management software and report any identified risks.
- • Review vendor workbooks to determine appropriate Facilities vendors for transition to WEG systems.
- • Participate in vendor transition discussions with acquisition firms and collaborate to collect necessary transition information.
- • Partner with Vendor Management and Accounts Payable teams to establish new vendors in WEG’s vendor and payment systems.
- • Onboard acquisition firms with WEG’s national vendor partners as identified during diligence.
- • Create new vendor accounts and communicate account details to acquisition firm point of contact.
- • Establish WEG USPS accounts for acquisition firms as required.
- • Track progress of vendor transitions and set up associated activities to ensure timely completion.
- • Coordinate and manage signage transition to WEG branding standards, including fabrication and installation of new signs.
- • Partner with Marketing Brand and Creative teams on non-standard sign requests or requirements.
- • Coordinate repair work necessary for signage transition and implement brand standards for space, furniture refresh, expansions, or renovations.
- • Document Facilities acquisition processes and procedures to ensure consistency and scalability.
- • Maintain filing systems for all real estate legal and finance documentation, ensuring complete collection of required documents.
- • Upload acquisition lease documents to WEG’s lease management system post-close.
- • Alert Facilities team to critical lease dates that may pose risks after acquisition close.
- • Serve as primary point of contact for acquisition firms regarding Facilities-related questions and requests before and after close.
- • Coordinate or assist with additional integration activities as identified by the Facilities Manager.
- • Travel is required to support acquisition integration activities.
- • Supervise construction, equipment installation, renovation, and redesign projects to ensure adherence to timelines, budgets, and contract requirements.
- • Provide professional input on design, construction, development, or installation practices and recommend changes to senior management regarding equipment specifications, purchasing, and accounting procedures.
- • Utilize Microsoft Office and other required software to manage documentation, communications, and project tracking.
Skills & Technologies
About Wealth Enhancement Group, LLC
Wealth Enhancement Group provides integrated financial planning and investment management services to individuals, families, and businesses. The firm combines portfolio management, tax strategies, estate planning, insurance, and retirement solutions through a team of advisors, CPAs, and attorneys. It operates on a fiduciary basis, managing over $26 billion in client assets from headquarters in Minneapolis and offices nationwide. Services include wealth transfer, business succession, executive compensation, and charitable planning. The company partners with tax and legal professionals to deliver coordinated advice, aiming to optimize clients’ financial outcomes across market cycles and generational transitions.
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